Export a Procore Company Record to QuickBooks®
Objective
To export a vendor/company record in Procore to an integrated ERP system.
Background
If your company has enabled the ERP Integrations tool on a project, you can export the vendor/company records in the Company Directory to your integrated ERP system. After creating a record, you must send it to the ERP Integrations tool where it must then be accepted for export by an accounting approver. This article details the export process.
Things to Consider
- Required User Permissions:
- Prerequisites:
- The ERP Integrations tool must be enabled on the company account. The tool must also be configured to work with QuickBooks® Desktop. See QuickBooks® Desktop: Setup Guide
Steps
There are three steps you need to take to export a company record from Procore to QuickBooks® Desktop:
- Add a Company in the Project Directory of Add a Company in the Company Directory.
- Send a Procore Company to ERP Integrations for Accounting Acceptance
Note: If you need to make changes to a vendor/company reord before the data has been accepted by an accounting approver for export, see: - Accept or Reject a Company for Export to QuickBooks® Desktop